iTi Financial Services

Affordable Tax Services

Financial planner in Portland, OR (show on map)

Tax preparation and financial services for Portland, Oregon, with 20 years of experience.

About

At iTi Financial Services, we believe in the value of relationships. We view every client relationship like a partnership and truly believe that our success is a result of your success.

We are committed to providing close, personal attention to our clients. We take pride in giving you the assurance that the personal assistance you receive comes from years of advanced training, technical experience, and financial acumen. We provide a variety of services including Income Tax Preparation for all types of businesses and individuals, IRS and State Audit Representation. Our continual investment of time and resources in professional continuing education, state-of-the-art computer technology, and extensive business relationships is indicative of our commitment to excellence.

20 years of experience

Relationship-based service approach

Personal attention from advanced training and technical experience

Continual investment in professional continuing education and technology

Services

Tax Preparation

Income tax preparation for personal and business clients, including IRS and state audit representation.

Personal tax preparation Business tax preparation IRS audit representation State audit representation

Financial Services

Securities offered through Avantax Investment Services and insurance services through an Avantax affiliated agency.

Securities services Insurance services Business consulting

Business Consulting

Support in all areas of business consulting to guide financial strategy for business growth and success.

Financial strategy Business growth guidance Tax strategy

Credentials & Certifications

Avantax Investment Services - Member FINRA, SIPC

Avantax affiliated insurance agency

Frequently Asked Questions

What documents do I need to prepare for my tax appointment? +

Bring copies of driver's license or state IDs, Social Security cards, proof of residence for dependents claiming EIC, W-2s, 1099 forms, 1099-G for state refunds/unemployment, profit/loss statements, home office details, IRA distributions, rental property info, Social Security benefits forms, and prior year installment sale information.

How can I check on my tax refund? +

You can check your tax refund status online at IRS.gov or by calling the IRS Inquiry Phone at (800) 829-1040.

What are the 2026 federal income tax rates? +

The 2026 federal income tax rates are 10%, 12%, 22%, 24%, 32%, 35%, and 37%. The 37% rate applies to single filers with taxable income over $640,600 and married couples filing jointly over $768,700.

What is the 2026 standard deduction? +

The 2026 standard deduction for single filers increased by $350, and for married couples filing jointly by $700. Seniors over 65 are eligible for an additional standard deduction of $2,050 for single filers and $1,650 for joint filers.

Does iTi Financial Services offer securities and insurance services? +

Yes, securities are offered through Avantax Investment Services (Member FINRA, SIPC), and insurance services are offered through an Avantax affiliated insurance agency.

What is the privacy policy update date for iTi Financial Services? +

The privacy policy was last updated on 2022-12-13 13:59:37.